+632.4%
GEV vs RIVN
+50.7%
+581.8%
-38.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -0.1% | +3.7% | +3.6% |
| 7D | +1.6% | +1.8% | -0.2% | +1.4% |
| 30D | -7.9% | +0.6% | -8.6% | -8.1% |
| 3M | +5.6% | +3.2% | +2.5% | +4.7% |
| 6M | +13.1% | -3.7% | +16.8% | +12.7% |
| YTD | +46.7% | -18.7% | +65.4% | +48.9% |
| 1Y | +51.3% | +14.7% | +36.6% | +44.9% |
| All | +632.4% | +50.7% | +581.8% | +586.4% |
Cumulative growth
Daily Returns
Daily percentage return beside RIVN.
Daily Out/Under-Performance
Portfolio return minus RIVN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RIVN return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded RIVN wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling